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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Offit Capital (swap one in):+ Seia $22.54B · Los Angeles, CA+ Lincoln Investment $21.99B · Fort Washington, PA+ Burgundy Asset Management LTD. $19.09B · Toronto, Ontario+ Allen Investment Management, LLC $16.91B · New York, NY
New York, NY
Rye Brook, NY
New York, NY
Assets under management$20.6B$24.74B$26.52B
Asset growth, last 2 years+14%+40%+1,744%
Advisory staff5538168
Individual clients21926,86915,155
Assets per client$94.1M$921K$1.8M
Clients per advisor470790
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio–21233

From each firm's latest Form ADV (Aug 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Offit Capital: Schwab · Belle Haven Investments, L.p.: Schwab, Wells Fargo, Fidelity · Arax Advisory Partners: Schwab, Fidelity